MEQUON - Since its inception a dozen years ago,
executives of a Waukesha County-based financial advisory firm
claim to have received a repeated request from their clientele:
Add a branch in the North Shore suburbs.
Management, headquartered in Elm Grove, did this late last year
with the addition of a second office in Mequon.
“There was a
very strong client demand,” David Spano, the company’s president
and CEO, said. “We recognized that having a presence close to
where these people lived was something we needed to do. We
wanted to make it more convenient for people.”
the logistics, the pieces came together, and the wraps were
taken off the Mequon office late last year. As part of the
expansion, Annex executives installed a branch manager, Jeff
native, Schouten brings to the position more than 35 years of
business expertise, including roles with MillerCoors sites in
Milwaukee and Chicago.
Because of its
close ties to the main office in Elm Grove, Schouten said he and
his staff in Mequon are able to offer all of the same products
and services that have become a hallmark for the company. The
list includes what are called financial health assessments and
planning for investments, estates, taxes and insurance.
Schouten said plans are in the works to implement the company’s
seminars, which he said have been popular over the years. The
seminars are expected to touch on such topics as choosing
financial advisors, planning for retirement and Social Security.
forward to joining the Mequon community and working with our
clients in the North Shore area,” Schouten said in a statement.
In addition to
the seminars and one-on-one services, Annex has a larger reach.
Spano and other experts within the company are on hand for
call-in shows that air on WTMJ-AM (620) and WISN-AM (1130) each
Annex has been on an upward growth trajectory since the
company’s founding in 2002. With an eye on growth, the company
in 2011 moved out of its longtime perch within the Brookfield
Lakes Corporate Center and relocated to its present-day Elm
what he envisions as the future for Annex, Spano sounded an
upbeat tone, particularly as the economy continues to improve.
“I could see
us having three or four branches,” he said. “It’s something
we’re very open to at the moment. Where we’re at right now isn’t
an end game for us.”
core mission of customized service will remain a focal point,
Spano said. From the get-go, Spano said Annex’s approach has
helped differentiate it from other companies offering securities
and investment services.
forward to bringing our fiduciary wealth management
relationships and proactive, core-and-tactical investment
strategy to many more families and individuals in Wisconsin and
are excited about our growth,” Spano said.